Institutional Ownership Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT). We have compiled data on the 397 institutions that hold shares in the stock, with a total of 45.5 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
7,000
shares
|
$0
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,972
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,968
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,870
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
6,816
shares
|
$0
0.1% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,770
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
6,757
shares
|
$0
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
6,747
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,653
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,550
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,500
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,371
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,331
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,300
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,274
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
6,207
shares
|
$0
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,184
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,033
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,922
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
5,851
shares
|
$0
0.09% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,811
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
5,760
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,750
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,745
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,743
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|